Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
MTC
1801
McDaniel Terry & Co
Texas
$623M +$19.8M +3% 82
NCGI
1802
Next Century Growth Investors
Minnesota
$621M -$181M -23% 143
DAC
1803
Dividend Assets Capital
South Carolina
$621M -$10.4M -2% 192
CM
1804
Crestline Management
Texas
$621M -$122M -16% 126
CI
1805
CX Institutional
Indiana
$619M -$11.3M -2% 1,000
SOAMC
1806
Spirit of America Management Corp
New York
$618M -$47.5M -7% 244
CC
1807
Cadinha & Co
Hawaii
$618M +$64.9M +12% 122
ECM
1808
Everence Capital Management
Indiana
$617M +$12.2M +2% 677
DBT
1809
Dubuque Bank & Trust
Iowa
$617M -$2.69M -0.4% 182
VAS
1810
Vestmark Advisory Solutions
Massachusetts
$617M +$32.4M +6% 591
JC
1811
Jacobs & Co
California
$617M -$2.92M -0.5% 139
ALAM
1812
Asahi Life Asset Management
Japan
$616M +$116M +23% 291
AOWM
1813
Alpha Omega Wealth Management
Virginia
$616M +$381M +162% 666
RWM
1814
Ritholtz Wealth Management
New York
$616M +$30.3M +5% 140
AEPI
1815
AH Equity Partners III
California
$616M -$376M -38% 3
WSCM
1816
Wellington Shields Capital Management
New York
$615M +$11.1M +2% 296
MA
1817
MCF Advisors
Kentucky
$614M +$9.61M +2% 475
AAA
1818
Adams Asset Advisors
Texas
$614M -$33.6M -5% 111
CFIA
1819
Cantor Fitzgerald Investment Advisors
New York
$614M -$25.6M -4% 58
AT
1820
Arden Trust
Delaware
$613M +$21.4M +4% 383
CCMD
1821
Cypress Capital Management (Delaware)
Delaware
$612M +$36M +6% 172
WTB
1822
Washington Trust Bank
Washington
$611M -$3.75M -0.6% 198
LWMT
1823
Legacy Wealth Management (Tennessee)
Tennessee
$611M +$56.2M +10% 12
BFS
1824
Baskin Financial Services
Ontario, Canada
$611M +$24M +4% 46
PS
1825
Presima Securities
Quebec, Canada
$610M -$18.1M -3% 37